See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,411 | $80,717-79.7% | $154,803-89.4% | $84,808-80.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 23.88% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,018 | $2,761-26.9% | $4,305-53.1% | $2,631-23.3% |
| Participant deferral / active EE | $3,874 | $3,303+17.3% | $5,540-30.1% | $4,212-8.0% |
| Admin fee / account holder | $714 | $6,746-89.4% | $14,329-95.0% | $7,344-90.3% |